Client Import

• By clicking on the “Import” button which is under the “General Settings” menu you can import the new Client.

• By clicking on the “Download Sample” button you can download the sample file for client import and see how your import file should be constructed.

• By clicking on the “Choose File” button you can upload the file. (In Xlsx, CSV format)

• After uploading the file click on the “Submit” button

• After clicking the “Submit” button you can see the data which you imported from the file

• Then select the required fields from your imported data

• Click on the “Submit” button and you can add the clients

• After importing the clients you can see the imported clients below. (If any error occurs in the filled data you can see it in the “Not imported”)